Close each quarter with a clear stock data summary
A quarterly routine can retrieve the period you care about and give your GPTBots agent a defined dataset to summarize without repeated setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Stock Market Aggregates
This tool retrieves aggregated ohlcv (open, high, low, close, volume) data for stocks over specified time periods. it allows users to provide parameters such as stock symbol, time multiplier, aggregation period, start date, and end date to obtain market aggregates.
Why this helps
Periodic reviews slip when recreating the same data request feels like another project.
- Use a recurring review point for a chosen quarterly period.
- Summarize OHLCV aggregates through your GPTBots agent.
- Keep the review grounded in a named stock and timeframe.
Setup
Build it in a few focused steps.
- 1Connect GPTBots and Finage to Notis once through the portal.
- 2Create a quarterly automation in the portal or ask Notis for a scheduled stock-range review.
- 3Write one plain-language instruction naming the stock, period, and aggregate interval, then ask your GPTBots agent for a neutral summary.
- 4Set the quarterly schedule and report channel, then test with one completed period.
Questions about this workflow
Can the workflow request quarterly date ranges?
Yes. The action accepts start and end dates and aggregation period inputs; state the intended range in your instruction.
Will it automatically change the dates every quarter?
Describe the recurring period you want in the prompt. The agent needs enough direction to select the appropriate range.
Is the summary financial advice?
No. It is a summary of historical market data for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GPTBots to Finage. A trigger fires from one place; an action lands in another.
GPTBots triggers
Finage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Stock Quote
This tool retrieves real-time stock quote information for a given stock symbol. it provides current price, price changes, trading volume, and other key market data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Stock End-of-Day Data
This tool retrieves the end-of-day data for a specific stock symbol. it provides the opening price, highest price, lowest price, closing price, trading volume, and timestamp for the most recent completed trading day, making it essential for investors and analysts seeking daily summary data without intraday details.
Get Stock Historical Data
This tool will fetch historical daily stock data for a given stock symbol between specified dates. it provides ohlcv data (open, high, low, close, volume) and is independent, requiring only the stock symbol, date range inputs, and authentication.
Get Stock Last Quote
This tool fetches the latest quote information for a specific stock symbol, providing real-time bid and ask prices, along with their respective sizes and a timestamp. it is essential for trading and market analysis, fetching a json object with details like symbol, ask, bid, asize, bsize, and timestamp.
Get Stock Market Aggregates
This tool retrieves aggregated ohlcv (open, high, low, close, volume) data for stocks over specified time periods. it allows users to provide parameters such as stock symbol, time multiplier, aggregation period, start date, and end date to obtain market aggregates.
Get Stock Market News
This tool retrieves the latest market news from finage's api. it provides comprehensive market news and updates, including news filtering by specific stock symbols, thereby supporting real-time market insights, investment decisions, and research on market trends.
Get Stock Market Snapshot
This tool provides a comprehensive snapshot of the us stock market data, allowing users to get the latest quotes and trades for multiple stocks in a single api request. it is ideal as the first tool because it offers broad market coverage, does not require resource ids or external dependencies, and can be used independently with just api authentication.
Get Stock Market Status
This tool retrieves the current market status for various stock exchanges by determining if markets are open or closed. it requires an api key and returns details such as the market type, server time, and next open/close times, which are essential for trade planning and automation.
Connect any two apps with Notis in the middle.
GPTBots and Finage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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